Lau Associates’s Sysco SYY Stock Holding History

Lau Associates’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$347K	Sell	4,055 -205	-5%	-$16.6K	0.17%	76
2019 Q3	$338K	Hold	4,260	–	–	0.18%	76
2019 Q2	$301K	Sell	4,260 -1,016	-19%	-$72.3K	0.14%	79
2019 Q1	$352K	Sell	5,276 -408	-7%	-$26.5K	0.18%	71
2018 Q4	$356K	Buy	5,684 +331	+6%	+$22.3K	0.2%	72
2018 Q3	$392K	Buy	5,353 +408	+8%	+$29.4K	0.22%	71
2018 Q2	$338K	Hold	4,945	–	–	0.23%	61
2018 Q1	$297K	Hold	4,945	–	–	0.23%	65
2017 Q4	$300K	Hold	4,945	–	–	0.23%	63
2017 Q3	$267K	Hold	4,945	–	–	0.21%	69
2017 Q2	$249K	Hold	4,945	–	–	0.2%	70
2017 Q1	$257K	Hold	4,945	–	–	0.23%	69
2016 Q4	$274K	Hold	4,945	–	–	0.28%	63
2016 Q3	$242K	Hold	4,945	–	–	0.25%	65
2016 Q2	$251K	Hold	4,945	–	–	0.26%	64
2016 Q1	$231K	Hold	4,945	–	–	0.24%	65
2015 Q4	$203K	Buy	+4,945	New	+$203K	0.22%	67
2014 Q1	–	Sell	-30,249	Closed	-$1.09M	–	67
2013 Q4	$1.09M	Sell	30,249 -6,488	-18%	-$219K	0.97%	26
2013 Q3	$1.17M	Sell	36,737 -1,000	-3%	-$33.6K	0.97%	26
2013 Q2	$1.29M	Buy	+37,737	New	+$1.3M	1.09%	23

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lau Associates's SYY Position: Q4 2019 in Review

Lau Associates reduced its Sysco (SYY) stake by 4.8% in Q4 2019, selling an estimated $16.6K and leaving 4,055 shares worth $347K. The position accounts for 0.17% of the portfolio, ranked #76.

Lau Associates first reported a position in SYY in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.29M in Q2 2013. 1,333 funds tracked by Wall St. Rank hold SYY as of Q4 2019.

Lau Associates held 4,055 shares of Sysco worth $347K as of Q4 2019.
Lau Associates sold 205 Sysco shares in Q4 2019, an estimated $16.6K.
Sysco made up 0.17% of Lau Associates's portfolio in Q4 2019, its #76 holding.
Lau Associates first reported a position in Sysco in Q2 2013 and has held it in 20 quarters since.
Lau Associates's Sysco position peaked at $1.29M in Q2 2013.
1,333 funds tracked by Wall St. Rank held Sysco as of Q4 2019.

Based on Lau Associates's 13F filing for Q4 2019, filed 5 Feb 2020.